What to Expect in Our Meetings

Our client meetings generally run between an hour to an hour and a half. To make the most of our time together, it is extremely helpful to bring with you any documents that will provide as much detail as possible about your financial situation, such as current wills or trusts, investment statements, income tax returns, life insurance policies, and other documents outlined in the 1st Meeting Helpful Checklist. If you do not have this information readily available, be assured that we will do our best to ask for or gather the necessary information to provide you with a thorough overview of your current financial health and your future goals.

Due Diligence Complimentary First Meeting

Gather Information About:

Family Situations

Income Taxes

Current Estate Plan

Life Insurance

Investments

Income & Expenses

Long Term Care Insurance

Key Discussion Points

Risk Tolerance

Income & Lifestyle Expectations

Your Short & Long Term Goals

We will discuss some initial ideas about how we may be able to help

Consultation Complimentary Second Meeting

Present and review a report that summarizes:

Your Current Situation

Problem Areas

Possible Solutions

Advantages vs. Disadvantages

Next Steps / Action Items

Cost Involved

Contact

Paul Koenig

Office: 856-291-0142

1300 Route 73

Suite 314

Mount Laurel,NJ08054

Paul Koenig and Lance Leimberg hold series 7 through LPL and series 66 through LPL and Integrated Wealth Concepts.

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